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Client Relationships

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Practice Management
Ryan Lazanis: Building a Future-Ready Accounting Firm

In this episode of Canopy Practice Success, host KC Brothers interviews Ryan Lazanis, founder of Future Firm, about what it really takes for accountants to build scalable,...

8/13/25 LEARN MORE
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Practice Management
Adam Lean: Accounting with Impact, How to Become Indispensable

In this episode, Casey Brothers interviews Adam Lean, who shares his unique journey from being an accountant to starting his own CFO advisory practice. Adam discusses the...

7/30/25 LEARN MORE
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Practice Management
Tanya Baber: Empowering Teams in Tax Accounting

In an industry that often equates success with long hours and burnout, Tanya Baber offers a compelling new model. As the founder of a tax-centric firm that prioritizes smart...

7/16/25 LEARN MORE
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Practice Management
Renew Group: Breaking Free from the Broken Business Model

In this episode of Canopy Practice Success, KC Brothers hosts Shannon Vincent and Colin Dunn—co-founders of Renew Group—to explore the broken business model that plagues many...

7/02/25 LEARN MORE
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Practice Management
Reza Hooda: Unlocking Freedom in Accounting

In this episode, KC Brothers interviews Reza Hooda, an accounting firm owner and author of 'The Four Pillars'. They discuss the journey of accounting practice owners towards...

6/18/25 LEARN MORE
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Practice Management
Debra Kilsheimer: Beyond Billable Hours

In this episode, KC Brothers interviews Debra Kilsheimer, a CPA and host of the podcast 'Bookkeepers on Fire.' Debra shares her unique approach to accounting, emphasizing the...

6/04/25 LEARN MORE
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Client Relationships
Getting Clients Excited to Sign Their Engagement Letter

If reminding clients to sign their engagement letter makes you feel like a dentist scheduling root canals, it may be time to rethink how you are selling the task.

4/09/25 LEARN MORE
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Practice Management
The Power of Client Feedback in Accounting: Driving Excellence and...

Future-focused accountants are always assessing the health of their firm. Outside metrics, employee satisfaction, or your own work-life balance, there is an easy, albeit not...

4/02/25 LEARN MORE
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Client Relationships
12 Ways to Enhance Client Management Effectively & Efficiently

The key to success in any business is building lasting relationships with clients. However, managing relationships is complicated due to numerous human factors. People are still...

2/20/25 LEARN MORE
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Client Relationships
Modernizing Workflow Efficiency with Canopy: Little, Shaneyfelt,...

Profile Little, Shaneyfelt, Marshall, & Co. (LSM), a trusted accounting firm based in Little Rock, Arkansas, has served clients since its inception in the 1980s. In 2022, Aaron...

2/12/25 LEARN MORE
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Client Relationships
New Accounting Client Checklist

Onboarding your new accounting client is more than just a process—it’s your chance to make a strong first impression and lay the groundwork for a lasting partnership. By using...

1/30/25 LEARN MORE
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Practice Management
Future of Accounting: AI, Automation & Digital Trends

Executive Summary The accounting profession stands at the precipice of transformative change driven by rapid advancements in technology and evolving client expectations. This...

9/06/24 LEARN MORE
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Client Relationships
Uplevel Client Experience in Your Firm

Client standards are at an all-time high and accounting firms must prioritize a client-centric approach to stay ahead. Client-centric accounting focuses on enhancing the overall...

8/28/24 LEARN MORE
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Client Relationships
Unity Business Advisors: Transforming Client Satisfaction with Canopy

Profile Unity Business Advisors is a firm located in Lynnwood, WA, with a strong presence in the accounting industry for the past 25 years. The firm comprises 15-18 team members...

8/21/24 LEARN MORE
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Client Relationships
Navigating Price Increase: Accountants' Annual Dilemma

Loyalty to a brand or service is a delicate balance of perceived value, quality, and cost. For accounting firms, the decision to increase prices is often fraught with...

8/14/24 LEARN MORE
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